We offer objective consulting advice whether it be to utilize a SIMPLE or SEP plan which most clients can administer without the need for our on-going services, to the array of other plans such as 401(k) plans and DEFINED BENEFIT plans. For those who set up qualified plans we prepare documents customized to the employer’s needs and handle all aspects of their annual administration.

Our office does not provide investment advice to avoid conflicts of interest. We can recommend an independent investment advisor if you wish a referral.